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Mckinney, TX • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2024-08-14 |
| TX | RA | APPROVED | 2022-12-03 |
Branch Locations
Mckinney, TX • United States
3109 Gillespie Rd., Mckinney, TX 75072 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2017-01-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Macro Wealth Advisors, Inc. | Mckinney | TX | 12/2016 | Present |
| Pwc | Dallas | TX | 09/2013 | 10/2016 |
| Ataroke Wealth Llc | Mckinney | TX | 08/2022 | Present |
| Parthean Inc. | Port Jefferson Station | NY | 02/2025 | Present |
1. Owen Taylor Stewart is registered as an investment adviser representative of Macro Wealth Advisors, Inc. and provides advisory services to clients of that firm. This activity accounts for approximately 10% of his time during normal trading hours. 2. Owen Taylor Stewart is Head of Financial Advice for Parthean, a financial technology software company. effective February 2025 and spends approximately 50% of his time on these activities. 3. Owen Taylor Stewart is also an investment advisor representative and sole shareholder for Ataroke Wealth LLC ("Ataroke"), a registered investment adviser and spends approximately 40% of his time on these activities.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-01-06 |
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